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 Logging in
  1. Go to https://portal.cms.gov/portal/

  2. Enter username and password. Select “I agree,” and click “Login”

  3. On the Multi-Factor authentication page, select “Send MFA code,” copy-paste the code from your Assurance inbox, and select “Verify.”

  4. Select the “Marx UI” button followed by “Application”

  5. Select “OK”

  6. Select “Logon with Selected Role”

  7. Select “Beneficiaries” followed by “Eligibility”

  8. You should see this screen which means you are ready to use Marx!

 How to pull up the caller's information
  1. The first option is the easiest and should be the primary method. Simply enter the shopper’s MBI number found on their Medicare card and select “Find.”

    Click Here for a guide on the MBI number if needed.

  2. If the customer provides their MBI number but the system does not accept it, this may indicate the customer is providing their number but is possibly off by a single character. To verify, try the “Partial MBI” feature. Enter their first/last name, DOB, and 3 characters from their MBI. For example, try the first 3 characters. If that doesn’t work, try the last 3.


  3. If the participant does not have their MBI number or the first two options fail then the last method is to enter their first/last name, DOB, and SSN or HICN (their old, expired Medicare number typically ending in A or B ).

 Useful Info Provided by Marx
  1. Basic info including the fields below.

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